Financial Advisor Jobs in Santa Rosa, CA (375)
Financial Advisor Associate
Investment Counselor (Financial Advisor Alternative)
Hybrid Wealth Advisor: Personal Financial Planning
Wealth Advisor: Branch-Based Financial Solutions & Growth
Merrill Advisor Development Program - Financial Advisor: East Bay Market
Financial Advisor - Sonoma & Napa, CA
Strategic Wealth Planner & Investment Advisor
Financial Services Advisor Hybrid Role with Growth
Remote Financial Advisor: Grow Your Practice
Associate Wealth Advisor
Wealth Advisor
Wealth Advisor II
Wealth Advisor - Westamerica Bank
Associate Wealth Advisor
Private Client Wealth Advisor
Wealth Advisor: Strategy, Planning & Client Growth
Investment Counselor (Financial Advisor Alternative)
Financial Solutions Advisor
Financial Advisor Associate
Associate Wealth Advisor Hybrid Financial Planning
Financial Solutions Advisor- North Napa Financial Center
Merrill Advisor Development Program - Financial Advisor: East Bay Market
Small Business Financial Solutions Advisor
Financial Advisor - Greater San Francisco Bay Area
Insurance & Financial Services Advisor Growth & Impact
Senior Wealth Advisor
Associate Wealth Advisor
Associate Wealth Advisor
Wealth Management Advisor
Wealth Advisor - Westamerica Bank
Associate Wealth Management Advisor
Hybrid Associate Wealth Advisor - Planning & Client Growth
Financial Planner with Investment Advisor Background
Financial Advisor Salary in Santa Rosa
Financial Advisors working in Santa Rosa, CA make an average annual salary of $67K and a maximum annual salary of around $177K.
Job Description
Working as a Financial Advisor in Santa Rosa, CA
There are 375 Financial Advisor opportunities available in Santa Rosa, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Similar Jobs to Financial Advisor
Financial Advisor jobs near Santa Rosa, CA
Financial Advisors in Santa Rosa, CA Resume Data
Average Experience for Financial Advisors in Santa Rosa, CA
- More than 10 years: 54%
- 6-10 years: 36%
- 3-5 years: 11%
Educational Background for Financial Advisors in Santa Rosa, CA
- Bachelors: 52%
- Diploma: 22%
- Masters: 13%
- Associates: 13%
Top Skill for Financial Advisors in Santa Rosa, CA
- Administrative assistant/receptionist: 13%
- Basic computer skills: 13%
- Attention to detail: 13%
- Legal skills: 13%
- Medical receptionist skills: 13%
- Management fit: 13%
- Supervisory skills: Motivating & assessing employees: 13%
- Supervisory skills: Interpersonal skills: 13%
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